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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,688 | $166,089-76.1% | $164,928-75.9% | $145,978-72.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.71% | 100.26%-86.5pp | 70.08%-56.4pp | 550.52%-536.8pp |
| Employer contribution / active EE | $3,423 | $5,276-35.1% | $4,343-21.2% | $4,662-26.6% |
| Participant deferral / active EE | $10,580 | $6,961+52.0% | $6,034+75.4% | $6,690+58.2% |
| Admin fee / account holder | $133 | $16,641-99.2% | $12,684-98.9% | $13,400-99.0% |